A detailed history of One Capital Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, One Capital Management, LLC holds 39,859 shares of AOM stock, worth $1.74 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
39,859
Previous 39,353 1.29%
Holding current value
$1.74 Million
Previous $1.69 Million 6.26%
% of portfolio
0.06%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$42.66 - $45.18 $21,585 - $22,861
506 Added 1.29%
39,859 $1.8 Million
Q2 2024

Aug 09, 2024

SELL
$41.17 - $43.25 $6,463 - $6,790
-157 Reduced 0.4%
39,353 $1.69 Million
Q1 2024

May 08, 2024

BUY
$40.86 - $42.78 $60,881 - $63,742
1,490 Added 3.92%
39,510 $1.69 Million
Q4 2023

Feb 07, 2024

SELL
$37.83 - $41.78 $682,528 - $753,794
-18,042 Reduced 32.18%
38,020 $1.58 Million
Q3 2023

Nov 09, 2023

SELL
$38.81 - $40.84 $357,867 - $376,585
-9,221 Reduced 14.12%
56,062 $2.18 Million
Q2 2023

Aug 14, 2023

BUY
$39.32 - $40.55 $733,435 - $756,379
18,653 Added 40.0%
65,283 $2.64 Million
Q1 2023

May 10, 2023

BUY
$38.2 - $40.45 $77,049 - $81,587
2,017 Added 4.52%
46,630 $1.86 Million
Q4 2022

Feb 15, 2023

BUY
$36.07 - $39.57 $1.26 Million - $1.38 Million
34,844 Added 356.68%
44,613 $1.7 Million
Q3 2022

Nov 14, 2022

BUY
$36.57 - $40.81 $156,812 - $174,993
4,288 Added 78.23%
9,769 $357,000
Q2 2022

Aug 15, 2022

BUY
$38.3 - $43.06 $209,922 - $236,011
5,481 New
5,481 $213,000

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
Track This Portfolio

Track One Capital Management, LLC Portfolio

Follow One Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Capital Management, LLC with notifications on news.